Senior Wealth Advisor
With over 25 years of experience, Randy has developed a knack for simplifying the process of wealth creation and risk management.
Randy has once again earned his position as a member of the Assante Chairman's Council, a distinction he has held since 2012.
This recognition reaffirms his success as a practice. His team and the team of experts he works with are committed to providing you with the services you need to manage your wealth.
Planning your finances and making wise choices can be a challenge in this complex world.
Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand.
A balance of community, family and spiritual life contribute to the wisdom Randy brings to the table. His commitment and follow through come from listening to his clients, and helping them stay on track to get the most out of their plan.
Randy is active in continuing his education through professional associations and participating in projects in the community.
Bryce grew up in Sherwood Park, Alberta. After graduating in 2005 he moved to British Columbia and worked in sales. He gained valuable experience in customer service and quickly learned to adapt his product knowledge to the needs of the client.
In 2009 Bryce joined a large boat dealership in Kelowna, BC. He used what he had learned in delivering quality products and services to help expand the dealerships offerings. He quickly moved up the ranks to fill the role of service manager for the shop. He enjoyed the challenge of dealing with the complexities of high net worth individuals and appreciated the reward of client satisfaction for exceptional service.
Bryce transitioned his career to financial services with the goal to add value and simplify clients’ financial situation. He works closely with his father Randy and other highly successful advisors in the branch who have a combined experience of 50+ years.
By embracing a team approach, Randy and Bryce’s goal is to grow the family business together. Bryce’s current role involves facilitating the wealth planning process for Randy’s affluent clients.
Bryce now lives in Sherwood Park, Alberta with his wife Rebecca and their daughter Teya and Son Levi. They look forward to watching their family grow in Sherwood Park and to vacationing in the Okanagan whenever possible.
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